Solvis Consulting, LLC

CRM Certification - Latin American Tour 2008

CustomersForever, our partner organization that is dedicated to promoting collaboration & networking between CRM and Marketing Professionals in the region announces "CRM Certification - Latin American Tour 2008".

Certification Seminars will be offered in:

• Lima, Peru (June 24-25)
• Mexico City, Mexico (July 1-2)
• Cordoba, Argentina (September 2-3)
• Buenos Aires, Argentina (Sept 4-5)

To register or learn more about these seminars, visit CustomersForever.

Marketing Automation Roadmap (Spanish)

This is a presentation prepared by our México Director, Jose Corona, about how to implement Marketing Automation using best practices and in a phased approach. The presentation is in Spanish.

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Ad-Tech Miami Podcast - Blogs, Podcast & Vidcasts

Here is the Ad-Tech Miami Podcast about Blogs, Podcast & Vidcasts where Jesus Hoyos participated as a panelist with Jay Berkowitz, Julio Vaca and Diego Naranjo. Here you can find the original blog (Spanish) about the Ad-Tech Miami event and the podcast.

The podcast has a few sections regarding how to use Web 2.0 tools. Jesus' part was about how to use Blogs, Podcasts and Vidcasts as interaction channels with your customers.

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Call Center 2.0 (Spanish)

Presentation given by Jesus Hoyos about Call Center 2.0 at the Call Center & CRM Conference in Córdoba, Argentina this year.

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Mundo-Contact 2.0 Blog

Solvis Consulting provided guidance and configuration services in the creation of Mundo-Contact's new blog. Mundo-Contact is the only CRM portal in Latin America dedicated to the CRM, VoIP, Convergence and Contact Center industries. Solvis assisted Mundo-Contact in the selection of Web 2.0 tools such as RSS, widgets, video, pictures, blogs, and presentations.

The blog, Mundo-Contact 2.0, was launched during the 1st International CRM event in México organized by Mundo-Contact. Jesus Hoyos, Solvis Managing Partner, Valentin Valle, Director of Call Center 2.0, Oracle, and Valdir Ugalde from Mundo-Contact launched the blog during the closing ceremonies of the event. (See picture below).

Jesus Hoyos and Jose Corona, Solvis México Director, will be contributing authors of the blog.

CRM 2.0 Presentation (Spanish)

Presentation given by Jesus Hoyos at 1st International CRM Event in México about how to use WEB 2.0 as CRM channels - CRM 2.0.

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Marketing Automation - 10 Key Points

By Earl LaChance

We here at Solvis have been discussing some Best Practices/Key Points regarding implementing a Marketing Automation solution. Every MA implementation project is different, providing new and diverse challenges depending on the client and the industry. However, there are 10 fundamental points that apply to just about every MA implementation.

In the beginning of an MA implementation one can consider the following:

1. What is the overall CRM strategy? How does the Marketing Automation implementation fit into the overall CRM process? This can greatly affect the time frames and scope of the project, as certain business processes and integration points must be considered.
2. What kinds of campaigns will the initial pilot cover? Up-Sell, Cross-Sell, WinBack, Value Offerings, Retention, New Acquisition, etc.
3. Which Channels are to be used? Call Center, Direct Mail, Sales Personnel, Web, SMS, to name a few.
4. Which products will be integrated into the Campaigns? Products can be non-tangible items, such as services.
5. What are the typical responses that can be associated with each campaign or product? This is critical, so that reports can be prepared and campaigns can be measured appropriately. Also, have pre-determined responses may trigger interfaces to purchasing or product management systems.
6. Which Key Performance Indicators (KPIs) and Reports that are required by the Marketing Executives? This is possibly the most important of the key points, as knowing the KPIs will allow you to "reverse engineer" your campaigns to emphasize the most important desired results (such as wieghing certain customer target selection criteria)
7. What are the data sources? Is the client using internal customer bases and augmenting their current data with purchased contact/lead lists?
8. Are there complex Calculations and/or Predictive Models to develop? This could possibly be considered a key point for a more mature or full-blown MA implementation, especially when considering the time and expense of building predictive models with a Data Mining tool.
9. What are the system integration points? Will the client target list be loaded into a Channel Management System? Is there a Sales Force Automation solution in place in which the results of the campaign must interface? Are there product management/back office systems to integrate with? As you can imagine, there are many possible system integration points..
10. Users and Training. No project is complete without it!

As I mentioned above, every implementation presents it's unique challenges. The above is just a "quick hit list" regarding some key points to consider when beginning a Marketing Automation project.

About Solvis Presentation (Spanish)

About Solvis presentation in Spanish:

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CRM Strategy Presentation (Spanish)

Below is our CRM Strategy presentation in Spanish:

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Dreamforce 07 Presentations

Salesforce.com has uploaded the Dreamforce presentations (145 of them) in Slideshare.net - great content and a lot of useful information. Here you can find the presentations for Dreamforce 06 (129 presentations).

Two of our favorites:

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